See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,664 | $198,466+28.3% | $170,442+49.4% | $147,584+72.6% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 16.49% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,976 | $6,184+29.0% | $5,433+46.8% | $4,876+63.6% |
| Participant deferral / active EE | $5,069 | $5,629-10.0% | $4,939+2.6% | $5,439-6.8% |
| Admin fee / account holder | $248 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |